Calendly

Streamlining Scheduling using Zixflow and Calendly Integration

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Your calendar management just became smarter. With native Calendly integration in Zixflow, you can convert each scheduled meeting into an optimized, hands-off experience. Forget switching back and forth among tools—Calendly events now sync automatically in Zixflow as tasks or activities, available to track, automate, and follow-up on.

This robust integration fills the gap between sales enablement and scheduling. When each prospect or client schedules a meeting through Calendly, Zixflow goes to work—keeping your processes in order, your staff in sync, and your prospects engaged.

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How It Works

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When someone books an appointment through your Calendly link, Zixflow automatically captures the meeting and creates an associated task or activity within your Zixflow workspace. You can then add it to a lead, trigger automations, or assign it to a team member—all automatically.

Do you want to send an advance reminder prior to the meeting? Or follow-up after its completion? You can do all of this and much more using Zixflow’s multi-channel automation engine.

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Automate Like A Pro

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Below are just some of the workflows you can build using Zixflow + Calendly:

• Pre-Meeting Reminder: Automatically send reminders over WhatsApp, SMS, email, or RCS an hour, day, or other time in advance of an upcoming call.
• Post-Meeting Follow-Ups: Fire off an email follow-up or propel a drip sequence following the meeting's conclusion.
• Task Allocation: Allocate scheduled calls as actionable items to designated sales representatives or departments.
• No-Show Alerts: In case of missing a meeting, Zixflow can mark the contact as such and send re-engagement notices through various channels.
• Real-time Sync: All events from Calendly sync in real time to Zixflow—keeping your CRM current at all times.

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Why It's a Game-Changer

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This integration not only saves you time—it supercharges your whole customer journey. Rather than merely booking calls, you're now creating smart touchpoints out of them. Each meeting is now an opportunity to interact, convert, and form deeper connections—without so much as lifting your finger.

Let Zixflow do the busy work.

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No more copy-and-paste meeting details and reminder chasing. With Zixflow and Calendly, your calendar becomes an automation launchpad for driving powerful, tailored automation. Get back to doing what you do best—let Zixflow do the rest.

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